/
DocuFlow - settings for SharePoint

DocuFlow - settings for SharePoint

DocuFlow is linked to SharePoint via a service account.
The following describes where to configure the link to SharePoint.

Step by Step

  1. Configure the SharePoint connection

  • The service account may not yet have OAuth authentication granted to DocuFlow.
    Request it from your SharePoint administrator, via:

2. Test the connection

  • Click [Test connection]

3. For the other SharePoint plugin 'Office 365 / Sharepoint - retrieve and save file(s)', perform the above steps again.

Related content

Individual user configuration (by application manager)
Individual user configuration (by application manager)
More like this
Individual user configuration (by application manager)
Individual user configuration (by application manager)
More like this
Fill in Salesforce Password and Security token (by end-user)
Fill in Salesforce Password and Security token (by end-user)
More like this
Fill in Salesforce Password and Security token (by end-user)
Fill in Salesforce Password and Security token (by end-user)
More like this
Step 5: Create DocuFlow Connected App in Salesforce
Step 5: Create DocuFlow Connected App in Salesforce
More like this
Step 4: Create DocuFlow Connected App in Salesforce
Step 4: Create DocuFlow Connected App in Salesforce
More like this